Anic Equity¶
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Total return since start: 0.556 %¶
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Equity now: -----------------------------> 47532.48 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46137.63 Kr¶
PnL: ---------------------------------------> -750.94 Kr¶
DD now: ---------------------------------> -2.257 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-13 17:19:50.156694'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Beijer Electronics Group | 26 | -2.570000 | 3156.400000 | 185.400000 | 6.240000 | 2971.000006 |
| HEBA B | 70 | -0.630000 | 2779.000000 | 143.000000 | 5.420000 | 2636.000010 |
| Samhällsbyggnadsbo. i Norden B | 20 | -0.190000 | 424.600000 | 69.600000 | 19.610000 | 355.000000 |
| Corem Property Group B | 59 | -2.150000 | 643.690000 | 66.690000 | 11.560000 | 576.999999 |
| HMS Networks | 2 | -1.170000 | 707.200000 | 34.200000 | 5.080000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 1.720000 | 2950.000000 | 23.000000 | 0.790000 | 2927.000000 |
| Coor Service Management Hold. | 8 | 0.440000 | 546.800000 | 14.800000 | 2.780000 | 532.000000 |
| Karnov Group | 9 | 3.560000 | 549.900000 | 13.900000 | 2.590000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 1.600000 | 259.680000 | 13.680000 | 5.560000 | 246.000000 |
| Boozt | 12 | 2.130000 | 1665.600000 | 11.600000 | 0.700000 | 1653.999996 |
| Eastnine | 4 | -1.410000 | 502.400000 | 11.400000 | 2.320000 | 491.000000 |
| OEM International B | 7 | -1.910000 | 538.300000 | 10.300000 | 1.950000 | 527.999997 |
| Resurs Holding | 22 | -0.150000 | 582.780000 | 8.780000 | 1.530000 | 573.999998 |
| Norva24 Group | 16 | -4.220000 | 551.680000 | 8.680000 | 1.600000 | 543.000000 |
| Midsona B | 63 | -2.400000 | 590.310000 | 7.310000 | 1.250000 | 582.999984 |
| MedCap | 2 | -0.930000 | 426.000000 | 5.000000 | 1.190000 | 421.000000 |
| Intrum | 4 | -0.820000 | 531.600000 | 4.600000 | 0.870000 | 527.000000 |
| Essity A | 4 | 0.170000 | 1152.000000 | 3.000000 | 0.260000 | 1149.000000 |
| AcadeMedia | 12 | 0.820000 | 559.440000 | 2.440000 | 0.440000 | 557.000004 |
| Essity B | 2 | -0.620000 | 576.400000 | 2.400000 | 0.420000 | 574.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -3.070000 | 563.850000 | 1.850000 | 0.330000 | 562.000005 |
| Creaspac SPAC | 6 | 0.210000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Handelsbanken A | 5 | -1.930000 | 546.250000 | 0.250000 | 0.050000 | 546.000000 |
| Swedbank A | 3 | -1.500000 | 561.600000 | -2.400000 | -0.430000 | 564.000000 |
| Securitas B | 6 | -0.660000 | 563.280000 | -6.720000 | -1.180000 | 570.000000 |
| Nordea Bank Abp | 29 | -1.430000 | 3441.140000 | -12.860000 | -0.370000 | 3453.999992 |
| CTEK | 13 | 0.480000 | 515.580000 | -18.420000 | -3.450000 | 533.999999 |
| International Petroleum Corp. | 5 | 1.760000 | 521.500000 | -73.070000 | -12.290000 | 594.565215 |
| Vivesto | 1368 | -3.660000 | 533.250000 | -79.750000 | -13.010000 | 612.999432 |
| SAAB B | 8 | -0.560000 | 3281.600000 | -95.400000 | -2.820000 | 3377.000000 |
| Sampo Oyj SDB | 7 | -0.830000 | 3745.000000 | -105.000000 | -2.730000 | 3850.000000 |
| OX2 | 18 | -0.290000 | 1539.900000 | -124.100000 | -7.460000 | 1663.999992 |
| Axfood | 13 | -0.650000 | 3555.500000 | -200.500000 | -5.340000 | 3756.000001 |
| Fasadgruppen Group | 35 | -1.380000 | 3507.000000 | -304.000000 | -7.980000 | 3810.999990 |
| Ovzon | 52 | -1.200000 | 2990.000000 | -372.000000 | -11.060000 | 3361.999992 |
| TOTAL | 46137.630000 | -750.940000 | -2.25666% | 46888.564618 |
Updated:¶
'2023-01-13 17:20:02.751799'
None
Last optimization/rebalancing:¶
'2022-12-04'
Next optimization/rebalancing:¶
'2023-01-13'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
